ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Uptown Financial Advisors LLC's Holding History (CIK: 0002066147)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,592 Value ($000) $1,775 Avg Close — Range —
Q3 2025
Shares 2,292 Value ($000) $1,534 Avg Close — Range —
Q2 2025
Shares 2,292 Value ($000) $1,423 Avg Close — Range —
Q1 2025
Shares 2,292 Value ($000) $1,288 Avg Close — Range —
Q4 2024
Shares 2,292 Value ($000) $1,349 Avg Close — Range —